How approvals work
The path a prepared change takes from an agent to your CRM, and every point a person can stop it.
Product walkthrough
See it in RevTech
A walkthrough of the approval path: an agent prepares a change, routing sends it to a reviewer, and the CRM is written only after a person releases it.
The path a change takes
Nothing an agent prepares reaches your CRM without passing a person. The walkthrough follows one change the whole way: an agent assembles it with its reasoning, routing decides who reviews it based on the object and the severity, the reviewer approves, edits, or rejects, and only then is anything written back.
The recording also covers what happens when nobody acts. Items do not expire silently or apply themselves after a timeout. An unreviewed change stays unreviewed, which is the conservative failure mode and the correct one.
Who reviews what
Routing is configuration, not a default you inherit. Severity, object type, and team ownership all feed it, and RevOps sets the mapping.
- Low and medium severity typically routes to the record owner
- Critical items route to a manager or RevOps
- Anything customer-facing routes to a person regardless of severity
What to take away
- Nothing reaches your CRM without passing a person.
- An unreviewed item stays unreviewed. Nothing applies itself on a timeout.
- Routing is configuration you set, not a default you inherit.
Try the demo.
See agents carry the repeatable work of GTM across sales, marketing, customer success, and RevOps. Every action prepared, reviewed, and recorded. Fictional data, real product.
Explore the demo